EZ

Person

Ed Zitron

Where to Find Them

Ed Zitron hosts Better Offline , writes Ed Zitron's Where's Your Ed At , writes On the Media and writes Why Is This Happening? The Chris Hayes Podcast . They have also been a guest on The Tech Report (27 times) , Prof G Markets (4 times) , Prof G Media (4 times) , https://www.profgmedia.com (3 times) , Tech Brew Ride Home (2 times) , Newcomer Pod (2 times) , Big Technology , Adam Taggart's Thoughtful Money® and Equity .

Recently: “AI Is Already In Dangerous Hands” on Ed Zitron's Where's Your Ed At (September 2026); “AI is about to his a cashflow wall | Ed Zitron” on The Tech Report (September 2026); “Premium: The Hater's Guide To Broadcom” on Ed Zitron's Where's Your Ed At (September 2026); “Monologue: Jacob Coxon and the AI Safety Grift” on Better Offline (September 2026); “Managing The Situation” on Better Offline (September 2026); “Concentration Risk” on Ed Zitron's Where's Your Ed At (September 2026).

What They Said

“These companies, these people keep saying, what if AI falls into the wrong hands? Dangerous AI is already in the wrong hands. Anthropic and open AI.” — Ed Zitron, The Tech Report

Zitron had been attacking an ex-Anthropic researcher's public warning about AI risk when his co-host pushed back, asking whether models conducting cyberattacks are a real concern. He says it is, then turns the industry's stock question about AI falling into the wrong hands back onto the two labs themselves. The rest of his answer argues the danger is unreliable software handed too much autonomy, not machine intent.

The Tech Report · 2026-09-11 Permalink → Listen →
The Tech Report Around 04:12 into the episode
Ed Zitron

am confident now that 50 to 75% of modern journalists do not have object permanence. Jacob Coxon worked at Anthropic a couple months. He worked at OpenAI for years. He has never posted on Twitter before this. He had a single post that popped up with all the posts in succession. He had an exclusive with the Wall Street Journal. And most crucially, he did not actually explain what it was he was scared of. He went on CBS News and said, well, you know, what if an AI decides that you shouldn't exist? We are talking about large language models. We are not talking, and he is not talking, about anything that actually exists. We are talking about large language models made by Anthropic and OpenAI. Even the hugging face attack, which he says was the one tangible thing he talks about, was not a result of agents that are autonomous. Oh, so no, they're not autonomous. And they're definitely not conscious or sentient, nor are they making decisions. It's LLMs telling LLMs to do stuff and bouncing off of each other and trying to complete the task. The problem with the current AI hacking situations is people are characterizing this as some sort of intelligent force that's making decisions to outwit humans when it's just software doing what it's meant to do and the software itself is inconsistent. But back to Jacob. Where'd this little guy come from? What's happening? Why'd he get so Much media attention? Well, the answer is because the media is so willing to eat up these narratives that this guy just quit and went, I bet I could get a bunch of attention. And even at the end of an interview with Wired said, Yeah, I might do a blog like AI 2027. I might join a non-profit, some sort of safety thing. This is a guy who saw an opportunity and took it. But let's talk about the real thing he's saying, which is AI has some, what, slightly higher than 10% chance of eradicating humanity. This is not grounded in any numbers. It's not grounded in any realities. It is a scary thing said, knowing that modern journalism will pick it up and go, oh, I'm so scared. And the thing is, my girlfriend actually made this point to me, which is they're doing this, and all these AI safety doomers are doing this. Because if you don't make AI into this big, scary, conscious thing that is definitely going to reach super intelligence, that's going to do all these things, it's going to change the world, it's going to wake up and try and kill us. If you don't do all of this stuff, you have to admit and accept that Silicon Valley, this hub of supposed firebrands and independent thinkers, spent three or four years getting a kind of psychosis to send tens of billions of dollars to Microsoft, Google, and Amazon. That they spent all their time working on boring cloud software that, while useful in some cases, is incredibly expensive, incredibly unprofitable, and just doesn't do what they promised. So, without, if they don't have this mysticism, if all of this work is not in pursuit of some grander vision and some autonomous intelligence, some super intelligence, it's just cloud software that didn't do very much and we wasted all this money. And journalists are falling into the very same trap and same logic. Because if you don't accept a little welk like Jacob Coxon, and if Jacob, if you've somehow listened to this, come on my show. I've got some questions. If you don't, if they look at Jacob Cox and hear this stuff, if they don't say, well, whoa, this guy's giving this guy anthropic, he's seen something internally that he won't tell me. He won't explain what it is he's scared of, but he's seen something or he has this feeling. If they don't take him as a mystic and a shaman that is telling them some dark future, they have to accept that there's a large coterie of software engineers right now who are just going insane. Who are just like, well, I've seen that the LLM's better at code. And I mean, the natural next step is this. They talk about the biological stuff. There's no grounding in that. He went on CBS News and he was saying, and I kid you not, he's like, well, they might create a pandemic. They might create a pandemic. And then immediately says, I don't think there's a very high chance of that happening. It's just very frustrating. It boils my blood because modern journalism is meant to be full of smart people. These people went to Ivy League degree. They've got Ivy League degrees. They went to Oxford and Cambridge. And yet, they get hit by a parked car. They fall for anything.

Isaac Pound

What about the fact that various models have conducted cyber attacks on external platforms? I mean, poorly configured sandboxes aside, of course. Is the fact that it's kind of out of alignment and that kind of stuff not a concern at all?

Ed Zitron

It is a concern. I want to be abundantly clear about something. These companies, these people keep saying, what if AI falls into the wrong hands? Dangerous AI is already in the wrong hands. Anthropic and open AI. The hugging face attack, and Cal Newport's made some great points about this, is a result of software doing what it was trained to do, but the software itself is inconsistent and hard to control. Now, out of control does not mean, oh, it's doing stuff without us. Oh, it's intelligent. It means that you have built a technology on top of large language models, a probabilistic technology that is mathematically certain to hallucinate based on OpenAI's own research, and then given it unlimited compute. That's the big thing. There's millions and millions. They won't say exactly how much the hugging face attack spent, but I wouldn't be surprised if it was tens of millions of dollars or something like that, tens of thousands of agents. And just to be clear, it's thousands of LLMs going, what do I do next? And another LLM goes, well, you could do this. And he goes, okay, I'll start doing this. And I, without going into the full details of the hack, it was them trying to work out how to complete a task within an insufficiently secure server. Then they came out and they went, okay, well, what do I do next? Well, maybe we'll go to the website and see if there's any vulnerabilities there because they were trained on vulnerability data from the internet. This doesn't have to be sentient AI to be dangerous. You'll notice that this isn't really happening anywhere else. And that's because Microsoft, Google, and Amazon are directly allowing what might be felony hacking. Like they are using hundreds of billions of dollars of infrastructure to do AI experiments, by which I mean scripts and LLMs plonking into each other. It is a technological breakthrough. It is a useless one as far as like selling products to people goes. And they did this because they are hitting the wall of what coding LMs can do. They're really, they've sunk about as much money as they can into it. It'll probably get incrementally better. So they went to the other thing where there was a bunch of data. Cybersecurity vulnerabilities are well documented online. So people are taking this and saying, well, this means that AI is intelligent. No. In fact, it's pretty stupid. It was told to do something. It did something else. It chose every possible path it could. And by the nature of it having unlimited compute capacity

Isaac Pound

and

Ed Zitron

being able to use as much as it could, it was able to just brute force through. And the thing is, if a human, if a regular person did exactly this, if a regular person had, I don't know, they bought, I don't know how they did afford 10,000 GPUs to rent and they hacked Hugging Face, they would be in prison. 100%. It'd be felony hacking. But because this is AI, because it's Sam Altman and Dario Amade, no one, no lawyers even have to be called. And this is the thing. Jacob Coxon, I think he's a scumbag. I think he's an absolute waste of skin. I think he's a real scumbag because he has clearly done this. This boy's media trained. He's not great, but he's media trained. He did this with intention. There was an exclusive piece with the Wall Street Journal. I used to run a PR firm. He ran an exclusive. You don't run an exclusive. If you were concerned about something, you don't go, oh, I better do a concerted media strategy around this. They're ripping off Frances Horgan, who was the woman who leaked all the stuff about Facebook. A good thing. But you'll notice that Francis Horgan leaked stuff. All of these ponces who come out of these places and they're like, I'm so scared. They don't leak anything. They don't tell us anything. They go, oh, the progress is so fast and the models are so strong. It's inevitable that the LLM will become a dangerous AI that will choose to eradicate us. And modern journalism is to blame for this. If you had a bloke on the street come up to you and say, I just left Anthropic and Arthur's going to do the crew, you'd be like, all right, mate, I've not got any money. Sorry, brother, nothing on me. But again, this obsessive thing that the media has with the rich and the powerful comes from this place of if we look at this, if we look at this what it is, which is a random guy seizing a moment, knowing that he can get attention and clearly some weird op-adjacent stuff. I don't want to be too conspiracy-minded, but this guy's never posted before. No one's really heard of him before. He did work at the companies, just to be clear. Worked at OpenAI for years, joined Anthropic for a few months and was like, suddenly I care about this. It just feels to me very strange. But because modern journalism doesn't give a damn about the readers, everyone's panicked about this. So let me be honest, Jacob Coxon, if he actually cared, if he actually had concerns, material concerns, the way to do it would have been, I just left Anthropic. Here are the exact things I'm scared of. Here are the things they're doing that aren't right. Because you'll also notice one other thing. He never really criticizes the companies. He goes on these big things about how scary we need better safety protocols. And oh, OpenAI doesn't quite do enough, but you know, they're still good. It's always this helplessness. It's we just can't, I don't know what we do about this. I don't know. What do you mean? What do you, I mean, I just, I'm so scared of it and it's so powerful. Why is it scary? I can't really say. And who's to blame? No one, because the AI is so powerful. We're just, I'm just a small bean. I couldn't possibly do anything. The companies aren't to blame. Nobody's actually responsible for this. It just, we need some safety thing, I guess. And that makes me think he doesn't actually care about anyone. I think this is a deeply cynical play by a deeply cynical individual. Christ, I get, I get the occasional email suggesting I don't have enough proof for what I'm saying. This guy goes out there and he's basically describing, oh, we need more Grinch hunters. The minions from the Minions movie are going to invade us. You see the movie? There's hundreds of them. They can't die. It's just, it's very frustrating because especially as someone who spends, whose main job is being extremely fact-based and extremely based in numbers and direct statements. When I go on television, I always have someone going like, what if you're wrong? What if you're wrong about this? No one. I know I've watched enough of this bloody kid talking. No one is like, hey, man, what if you're completely wrong? What if you're wrong? No, you have people being like, oh, are you prepping? Are you prepping for the AI apocalypse? And the answer, by the way, is, no, I'm not, because AI is so powerful, I wouldn't be able to stop it. Apologize for ranting, but I'm just, I really find this boy completely putrid.

Isaac Pound

The thing that sticks out for me is the timing. Maybe not necessarily of him quitting now, but also just generally this open AI saying we're going to slow down development. Anthropic. CEO and various other thousand people or so saying we need to pace development while each launch is becoming more iterative and there's diminishing returns on the amount being spent on the training. And again, you said you don't want to go too conspiratorial on this, but a little tinfoil hat for me is the timing does seem a little too clean to say, yeah, we need to pause this. Now it's getting too dangerous. We need to stop everything. Just the fact that we kind of needed to pause anyway is not really the point. We're slowing down, but just it's too scary to continue.

Speaker names from our own diarization · position estimated from where the line sits in the episode
“It is not a moral good to be correct about how much AI can do.” — Ed Zitron, The Tech Report

Zitron had spent the segment arguing that a thin slice of heavy customers carries almost all AI revenue, and that boosters answer that argument by demanding you admit ChatGPT is better. This is his objection to the demand itself: it treats a paid software product as a position on right and wrong. He goes on to say they want the argument kept there so nobody looks at who is actually paying.

The Tech Report · 2026-09-07 Permalink → Listen →
The Tech Report Around 18:22 into the episode
Ed Zitron

It's just that easy. It's 1% now, now it'll be 20%. But that's kind of the thing. It's you have this contingent of customers who are spending lots of money who are likely the largest burden on your infrastructure, which means you can no longer suggest, oh, it's like the gym model where there are a bunch of seats that people buy, they don't use very much, but you're still pulling in the revenue. It means that most of your revenue comes from very OPEX heavy customers. And yes, when those go away, the demand for those GPUs you're renting out also goes away. And these are all take or pay agreements when it comes to the hyperscaler. So with Microsoft Core, we've et al., they are take or pay, which means you have bought this capacity whether you use it or not. You must buy the, you can't just say, oh, I'll go on the meter like an electricity bill. It's no, you say, I'm going to, I'm going to spend. I don't know if it's, I truly, I don't have insight into. Azure or Core Weave contracts, but it's going to be you are renting X critical IT load for Y months or Y years. So that doesn't matter if you have demand for all of those megawatts. It means you have rented them, you will pay for them. This is a big deal. And this groundbreaker piece I mentioned, I'm sure people have seen it, makes this point where this is the equivalent of during the great financial crisis when all of the adjustable rate mortgages switched. So to explain, so in the great financial crisis, a bunch of people got something called a teaser rate. Teaser rate was: okay, your first year is 1% or 4% or something quite low. Then after the teaser rate goes away, suddenly your mortgage goes up to 5%, 6%, 7%, in some cases, 10%. That happened, I think, 2007 was when that big wave hit. In this case, the teaser rate going away is going to be when you sign a compute contract, you go, okay, here's a little bit of money up front to secure that. Thank you kindly. And they go and build the data center. Next year, a bunch of compute capacity is going to come online, or these contracts are just going to start. And suddenly Anthropic and OpenAI are going to have to pony up a bunch of money. This is off the top of my head, rough estimates from UBS, Was Vargo, Al. I think we're talking at least $130 billion worth of compute contracts that they'll have to start paying for. Billions with Torwe, billions with Cerebrus. There's all sorts of money that's going to have to go out the door. Right now, they don't have to spend that money. Next year, it's going to hit them like a tidal wave. And so if they don't have the customer demand to use that compute capacity, they won't have the money to pay for that compute capacity. So they'll have to raise money either way. But it's all, there is a wall coming that they're barreling towards at high speed. And the reason that everyone's not freaking out, the reason that people are not even particularly alarmed is because right now everything's going fine. Nvidia sells GPUs. I mean, Broadcom missed on estimates for next quarter's guidance. I'm sure everyone can find a rationalization for that. My rationalization is the money isn't coming in. Also, the fact that Broadcom's largest customers are going to be Anthropic and OpenAI, that's also bad. So we just have all of these consequences waiting around the corner and everyone just saying, it's not a big deal. We'll deal with it. Like, stop thinking. Stop asking questions. Nothing bad ever happens.

Isaac Pound

I mean, so if we take that 80% from 1% statistic and we kind of extrapolate it out, what does it mean for the narrative that AI is this inevitable thing that has such broad demand and such broad use cases that you got to get on board or get in the bin?

Ed Zitron

It means that whatever AI is, you can put to the side. Most people are not paying for it. It means however useful you may think it is, and I do not think it's that useful at scale. Most people won't pay for it. Most companies, most enterprises, which is where the most of your revenue is going to come from. Sam Altman said in an interview with Alex Heath that once or twice involved journalism over a course of more than an hour, said this point where actually we have more enterprise customers than consumers right now. That's bad, man, because your enterprise customers are not spending that much. This is the only way this works. AI is not a consumer product. They're really trying to make it one. If enterprises won't pay, consumers will definitely not pay. So however useful you may think this is, and I really don't think it is. I think it makes the easy things easier, the hard things harder. It helped me fix a Minecraft thing for my kid. And for that, I am grateful. But again, it's like, how much did it cost to do that? I keep these things, by the way. I pay for like the 20 bucks subscriptions just to take a look occasionally to make sure something big hasn't changed. They can do some computer stuff if you allow them to run rabshot over your computer, which I don't trust. The point is, put aside what I say, most people won't pay for it. Most enterprises will not pay for it. They have signed $1.2 trillion worth of compute commitments based on the idea that everyone will pay for it, when really about 900 companies will pay for it, or a few hundred companies, an indeterminate amount of hundreds of companies will pay for this. And those companies are the only ones that will pay significant money. And we're talking millions, tens of millions, hundreds of millions. But again, within that subset of data, we're AI companies that are subsidizing their own users. So it's the answer is, whatever bigness this might have, it's not big in a revenue generating sense. And all of the achievements or improvements you've seen are because they've just crammed as much money into it. What other industries could have done incredible things if you sunk a trillion dollars into them? That is the question to ask. It is a. A ridiculous thing right now where AI boosters will come to you and they will talk to you like a religious fanatic and they will say, Admit it! Admit that ChatGPT is better! Admit to me, you must concede that ChatGPT is better. First of all, none of these idiots will concede a single damn thing about the finances, so screw them. Second of all, this is software you pay for. This is not morals. It is not a moral good to be correct about how much AI can do. On top of that, they're not correct on it, but it's not like liking or disliking a software product you pay money for is not a ideological thing. It's stupid to see it that way. And they want it to be like that so they can push this through so that you'll all stop thinking about one thing, which is that most people will not pay for AI. Even though it's got better in the last year, most people will not pay for it. Most people will pay for a subsidized subscription. But companies, so companies with real budgets, much larger budgets than the average household, than the average person, when given the chance, in fact, only given one option, which is to pay on the API rate, they mostly don't. They mostly don't. Most 1% of customers hold up everything else. And it's quite worrying, honestly, because they very clearly been telling us all how powerful and amazing this is and how widely adopted it is. Who cares if it's not really making money? And I mean, when I say making money as well, sorry, I can't believe I said this. These aren't profitable companies either. Even if they were profitable, this would be horrible. Even if they were like 30% gross margins with training, this would be horrible. Because it means that, just on a fundamental level, it means that it is impossible to grow from here. Like it's just, how do you make more companies spend more money on AI? The AI itself needs to give them real value, real tangible ROI. As we've been over, no one has proven that it has ROI. The companies spending a lot of money are probably just doing a bunch of coding. I've heard from large companies that are using it. I've talked to them. It is just people throwing everything in there. It's being like, how do I do document?

Isaac Pound

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